Foundations Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 5,330 shares of DON stock, worth $267,299. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,330

Previous 6,081 12.35%

Holding current value

$267,299

Previous $310,000 12.58%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$50.53 - $55.55 $37,948 - $41,718	-751 Reduced 12.35%	5,330 $271,000
Q3 2024 Oct 21, 2024	BUY	$46.17 - $51.13 $33,057 - $36,609	716 Added 13.35%	6,081 $310,000
Q2 2024 Aug 02, 2024	SELL	$45.6 - $48.78 $1,915 - $2,048	-42 Reduced 0.78%	5,365 $250,000
Q1 2024 May 13, 2024	BUY	$44.21 - $48.77 $2,431 - $2,682	55 Added 1.03%	5,407 $263,000
Q4 2023 Feb 08, 2024	SELL	$38.7 - $46.0 $132,547 - $157,550	-3,425 Reduced 39.02%	5,352 $244,000
Q3 2023 Oct 05, 2023	SELL	$40.51 - $44.22 $11,302 - $12,337	-279 Reduced 3.08%	8,777 $359,000
Q2 2023 Jul 19, 2023	BUY	$38.91 - $42.05 $352,368 - $380,804	9,056 New	9,056 $380,000

Others Institutions Holding DON

# of Institutions

483

Shares Held

43.7M

Call Options Held

500

Put Options Held

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About WISDOMTREE TR U.S. MIDCAP DIVI

Ticker DON
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Foundations Investment Advisors, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History